The Hidden Winners Inside SCHD - September 2026

Summary Schwab US Dividend Equity ETF (SCHD) has outperformed SPY year-to-date, widening its lead during recent market volatility. Rising oil prices and 10-year Treasury yields have increased inflation concerns and could delay anticipated Fed rate cuts.Y. Year-to-date 48 companies have a return greater than SPY, while 28 of them have a return that more than double that of the broad market ETF. Additionally, 38 SCHD holdings appear to be undervalued by at least 10%, while also presenting a forward return potential greater than my typical threshold of 10%. PM Images/DigitalVision via Getty Images Market Recap Since the last update in this series, the Schwab US Dividend Equity ETF ( SCHD ) is down minimally, but has still performed better than SPY over that same time period, which has a This article was written by Dividend Yield Theorist 10.67K Followers Follow I have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeking Alpha community. Analyst’s Disclosure: I/we have a beneficial long position in the shares of schd, acn, adp, br, hsy, payx, pep, swks, UNH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.